Around the app
However you open weBiller — the web app or your phone — the layout stays consistent. This page is a quick tour so the rest of the guide makes sense.
The sidebar
On the web, the left sidebar groups everything you do:
- Dashboard — your financial overview.
- Sales — Invoices, Quotes, Subscriptions.
- Bookkeeping — Expenses, Time.
- Contacts — Clients, Document requests.
- More — Items, Reports.
- Settings — preferences and data export.
On a phone, these live in a bottom bar (Dashboard, Invoices, Clients, More) with the rest under More.
The top bar
- Search (⌘K / Ctrl-K) — jump to any invoice, quote, expense, or client from anywhere. See Search.
- Theme toggle — switch between light and dark. (You can also set this in Settings → Appearance.)
- Notifications bell — shows a badge when you have unread alerts; opens your Notifications feed.
- New invoice — a shortcut to start an invoice from any screen.
- Business switcher — your account/business menu.
Switching businesses
weBiller supports more than one business per account. The business switcher (top-right) lets you change the active business, create a new business, and reach My account, Manage businesses, Settings, and Sign out.
Everything you see — invoices, clients, reports — belongs to the active business. Switching businesses swaps the whole workspace.
Always check which business is active before creating invoices or clients, especially if you run more than one. Details in Businesses & team.